Add new issued Tempus Tools quotes to Google Sheets rows
Easily keep a running log of every quote you send, ready for sorting, filtering, or building your own win-rate and pricing reports. Set up this Zap so that, each time a new quote is issued in Tempus Tools, a new row is automatically added to your spreadsheet with the quote number, customer, date and totals.
Note: Create a sheet with the headings Quote number, Customer, Issued date, Total ex tax, Total inc tax and Link before you set this up.
- When this happens...Quote IssuedTriggers when a quote moves to Issued: when you mark a draft quote as Issued, or when a Web Store customer calculates taxes and shipping at checkout. Emailing or downloading a draft quote doesn't move it to Issued.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Tempus Tools and Google Sheets
Discover other triggers and actions you can use with Tempus Tools and Google Sheets
- New Contact
Triggers when a contact is created.
Try ItTriggerInstant - New Customer
Triggers when a customer is created.
Try ItTriggerInstant - Quote Cancelled
Triggers when you mark an ordered quote as Cancelled.
Try ItTriggerInstant - Quote Invoiced
Triggers when a quote moves to Invoiced.
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- Updated Contact
Triggers when a contact is updated.
Try ItTriggerInstant - Updated Customer
Triggers when a customer is updated.
Try ItTriggerInstant - Quote Created
Triggers when a new quote is created. This includes when a quote is duplicated to create a new one.
Try ItTriggerInstant - Quote Issued
Triggers when a quote moves to Issued: when you mark a draft quote as Issued, or when a Web Store customer calculates taxes and shipping at checkout. Emailing or downloading a draft quote doesn't move it to Issued.
Try ItTriggerInstant






